Slippery Pencil

Here's the list I give clients http://davidweigelcpa.com/IdentityTheftProcedures.pdf

Put in the fed id and it will efile. I think you could put in all 9s or all 0s and it will also efile.

no

He thinks the opposite about it being obvious. Have you read the instructions? After reading the definition of qualifying child on irs.gov, it seems obvious but I'm not sure how trustworthy constantly changing irs webpages are. https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/qualifying-child-rules#Tests for a Qualifying Child Age To be a qualifying child for the EITC, your child must be: Any age and permanently and totally disabled at any time during the year. For more information, see Disability and Earned Income Tax Credit. or Under age 19 at the end of the year and younger than you (or your spouse, if you file a joint return) or Under age 24 at the end of the year and a full-time student for at least 5 months of the year and younger than you (or your spouse, if you file a joint return) Relationship To be a qualifying child for the EITC, your child must be your: Son, daughter, stepchild, adopted child or foster child Brother, sister, half-brother, half-sister, stepsister or stepbrother Grandchild, niece or nephew

https://tscpafederal.typepad.com/blog/2022/03/will-the-irs-destroy-30-million-unprocessed-tax-returns-again-this-filing-season.html https://www.treasury.gov/tigta/auditreports/2021reports/202146064fr.pdf p8-9 of the report (p12-13 of the pdf)

About half the time I try to link fields, the program won't allow me.

Kind of surprising since so many people seem hellbent on returning it, but no one mentioned returning it.

No reason if the kid is their dependent

You get the same suggestions by checking the return. With the number of "I accidentally efiled a return" posts on these bulletin boards, I wouldn't suggest anyone create an efile they don't have authorization to send.

Is it one building? Is he able to split and sell all 5 separately or can he only sell as one unit?

If you don't have a signed 8879, you don't have authorization to efile, thus you shouldn't create the efile.

On the "Students" tab enter "2" for the number of schools. Then enter the 1098s on the "Input" tab for each school. The program adds it together.

Add the two schools together and take one credit or the other.

What did you switch from and why? The help desk has always been useless.

If you use code "M" in column (f), leave the dates blank. Otherwise, "various" should work.

No it doesn't.

Yes, the conversion rule. Forgot about that.

There's an exception for 1st time home buyer up to 10K. Withdraws up to basis are tax free. If they had another ROTH opened more than 5 years ago, they meet the 5 year rule.

No, never. Around 2003 I stopped attaching brokerage statements. Prior to that I typed "see attached" w/ "various" for dates and totals in the proceeds and basis. After 2003 I put broker's name for the security instead of "see attached" and stopped attaching statements. When the 8949 came out around 2010, I started using code "M" and never attached a statement. Thousands of tax preparers around the country never attach a statement.

Broker's name, no dates, code "M", no pdf attachment, no 8453

Her note should have said, "don't call the cops". Then when the cops' chemical analysis came back that it was squash, she could have said, "I told you not to call the cops".

Seriously? That seems par for the course w/ ATX.

The ATX website works as well as the ATX software. I've had numerous problems with it throughout the years and sometimes doing stupid stuff like this works. Surprisingly, I haven't had problems with the website the past few months. Was even able to purchase the software with the advertised discount off their site instead of over the phone for the first time in many years.

Reimbursements from healthcare sharing ministries are not taxable income. If they made excess HSA contributions then withdrew the excess, there's nothing to be concerned with. Why did the HSA even allow the deposits? One year my credit union ignored my instructions and recorded my April HSA contribution as a current year contribution instead of a prior year contribution. When I fully funded the HSA later that year for a current year contribution, the credit union called me and said I couldn't deposit over the limit. They eventually corrected their mistake and allowed the contribution, but the point is that they wouldn't make a deposit that exceeded the limit. Are you sure the account was a HSA?

This one https://community.atxinc.com/forums/default.aspx?GroupID=9? Haven't had any problems accessing it.